Aspen Wealth Management LLC
All 13F Filings
- Location
- Fort Worth, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 501,214
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/1/2026 | 124 | 501,214 | 13F-HR | Aspen Wealth Management LLC |
| Q4 2025 | 1/5/2026 | 118 | 476,152 | 13F-HR | Aspen Wealth Management LLC |
| Q3 2025 | 10/2/2025 | 107 | 450,375 | 13F-HR | Helen Stephens Group, LLC |
| Q2 2025 | 7/2/2025 | 88 | 403,068 | 13F-HR | Helen Stephens Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 39.75 K | 7.9% | 0 | 306.9 K | -306.9 K |
| ETFs | 448.6 K | 89.5% | 328.1 K | 0 | 328.1 K |
| Debt | 12.88 K | 2.6% | 3.894 K | 0 | 3.894 K |
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Fund Snapshot
Q1 2026
Latest filed
4/1/2026
Total value ($000)
501,214
Holdings
124
QoQ value change ($000)
25,062
(5.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.